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DODOCU

DocuSign, Inc.

$DOCU·$9.4B·Software - Application·Technology
$53.31+4.2%YTD-25.4%1Y-32.5%
Mentions · last 7 days
2026-07-08: 146 posts2026-07-09: 186 posts2026-07-10: 173 posts2026-07-11: 56 posts2026-07-12: 113 posts2026-07-13: 166 posts2026-07-14: 64 posts911+18%
Price updated 4m ago·X counts updated 2d ago
DODOCU
$DOCUDocuSign, Inc.
$53.32+4.21%911 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DOCU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

DocuSign down 32% in a year on AI-disruption fears — cheap on FCF with real AI-workflow product traction.

DocuSign is the leading e-signature and agreement-management platform — the tools businesses use to send, sign, and manage digital contracts. The stock is down 32% over the past year on AI-agent-replacement fears, but the underlying business is growing 8% with meaningful FCF generation.

  • Revenue grew 8% YoY to $754M last quarter with a 10% operating margin — modest headline growth, but the IAM (Intelligent Agreement Management) platform launch positions DocuSign as an AI-workflow platform rather than a legacy e-signature tool.
  • Trades at 34x TTM earnings, 3.2x sales, and a 10.4% FCF yield — the yield is what makes this a real value setup; the sell-side's rating upgrade language ('excessive market fears') captures the discount to fundamentals.
  • The July Slack agentic-contract app integration is a real product win — this is DocuSign embedding into the enterprise collaboration stack, not being disintermediated by it.
  • Zero insider selling in the last 30 days despite the drawdown; the July 10 director awards were routine grants — clean signal alignment even at these lower prices.
  • 52-week position 24th percentile with position vs 200-day MA -8% — the tape has done real damage; the today's +3.6% move on no visible news is the kind of quality-of-price-action signal that shows up before a base confirms.

September 3 Q2 earnings is where the AI-fear either dies or extends: revenue growth held above 8% plus specific IAM adoption metrics is what turns coiling into a base; a soft Q3 guide reflecting enterprise renewal weakness is where the -32% T12M extends further. Real business with real cash flow at a real discount — the AI-fear premium coming out is the entire opportunity.

Agrees with X sentimentThe mixed X read is honest — the AI-workflow bull thesis (Slack integration, IAM platform) is real, and the wedge-mocking bear thesis captures the tape's inability to escape the range. The rating-upgrade coverage ('falling from excessive market fears') is analytically fair given the FCF yield.

What to watch: Sept 3 Q2 earnings — need revenue growth held above 8% and specific IAM adoption metrics. A soft Q3 guide or enterprise renewal weakness is where -32% T12M extends further.

On the calendar: 2026-09-03 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠6 posts analyzed · as of 2026-06-24 · top-engagement diverged

DOCU narrative splits between AI-workflow catalyst optimism around the new Slack agentic-contract app and IAM platform positioning, versus sardonic posts mocking the stock as trapped in a wedge. A novelty US-Iran electronic signing meme adds noise. Bulls cite enterprise AI tailwinds while skeptics question execution, leaving direction unresolved.

Read the AI verdict + X sentiment for $DOCU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

E-signature and contract lifecycle management software helping businesses digitize end-to-end agreement workflows.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DOCU.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $DOCU

Partial — E-signature and contract lifecycle management software helping businesses digitize end-to-end agreement workflows; the AI agent bifurcation — contract expansion vs. user substitution is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 4, 2026$1.09$0.99+9.7%
Q4 2025Mar 17, 2026$1.01$0.95+6.3%
Q3 2025Dec 4, 2025$1.01$0.92+10.3%
Q2 2025Sep 4, 2025$0.92$0.85+8.6%
Next earningsThu, Sep 3·consensus EPS $1.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$836.9M+7.8%79.7%10.5%$0.45$350.2M
Q3 FY26$818.4M+8.4%79.2%10.4%$0.41$262.9M
Q2 FY26$800.6M+8.8%79.3%8.1%$0.31$217.6M
Q1 FY26$763.7M+7.6%79.4%7.9%$0.35$227.8M

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.2B – $3.2B$3.79$3.75 – $3.8515
FY27$3.5B$3.5B – $3.5B$4.52$4.44 – $4.6016
FY28$3.8B$3.7B – $3.8B$5.09$4.97 – $5.2616
FY29$4.0B$4.0B – $4.0B$5.54$4.17 – $7.0010

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 189.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.905-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Paula HansenChief Revenue Officer6.0K sh$273KSellJul 1Grayson Blake JeffreyCFO15.0K sh$683KSellJul 1James P ShaughnessyChief Legal Officer12.0K sh$546KSellJul 1Allan C. ThygesenCEO26.3K sh$1.2MSellJun 22Robert ChatwaniPresident15.9K sh$684KSellJun 5Anna MarrsDirector363 sh$18KSellJun 2James A BeerDirector450 sh$25KSellJun 2Anna MarrsDirector365 sh$20KSellMay 29Teresa BriggsDirector365 sh$18KSellApr 1Wilderotter Mary AgnesDirector3.0K sh$144K
1–10 of 14
+ 49 other (21 exempts · 18 awards · 9 inkinds · 1 gift) in window

See when $DOCU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

DOCU (DOCU) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on the election of directors, an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMay 123
AI summary

Rowan M. Trollope filed an initial Form 3 for DocuSign, Inc. (DOCU) as of May 2, 2026, reporting initial beneficial ownership as a new Section 16 insider upon joining the company's executive team or board. Routine compliance filing for the agreement cloud company.

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

DocuSign (DOCU) appointed Rowan Trollope to its board of directors as a Class III director, effective May 2, 2026, to fill a vacancy. Trollope was also named to a board committee, as detailed in the filing. DocuSign is a leading provider of electronic signature and agreement management software.

3New insider — initial holdingsMar 243
8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change
+ 14 other (4 proxys · 4 13Gs · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Box vs. DocuSign: What Quarterly Revenue Trends Tell Investors About These Software Companiesfool.com·2d agoDocuSign (DOCU) Advances While Market Declines: Some Information for Investorszacks.com·3d agoHere's Why Investors Should Hold Docusign in Their Portfolios Nowzacks.com·6d agoInvestors Heavily Search Docusign Inc. (DOCU): Here is What You Need to Knowzacks.com·7d agoDocusign: Falling From Excessive Market Fears, Buy The Opportunity (Rating Upgrade)seekingalpha.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $DOCU on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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